Creating a report
This video tutorial steps through the initial stages of building a report in Genovo. It covers how to add a new or select an existing client from your Clien...
Fri, 26 Apr, 2024 at 7:40 PM
As a Writer user, to create a report for an existing or new client, click Write report from the main dashboard. You'll be directed to the Write report p...
Tue, 22 Jul, 2025 at 3:14 PM
As a Writer user, having selected the client(s) you wish to write your report to, you will be prompted to confirm the method you wish to use to create the i...
Tue, 22 Jul, 2025 at 3:17 PM
The Genovo AI Assistant (Gena) will be deployed in an increasing number of areas of Genovo as its reach is expanded. One of the first times you'll come ...
Tue, 22 Jul, 2025 at 12:27 PM
As a Writer user, to write a report to joint private clients (e.g. Mr & Mrs Smith) go to Write report, and add both clients into the Selected client(s) ...
Mon, 24 Mar, 2025 at 2:54 PM
An Owned by drop down menu is included within Write report for users who have had view all users' clients / reports activated for them. Once ac...
Fri, 26 Apr, 2024 at 7:40 PM
Genovo's speech-to-text functionality is available in over 40 places in various steps of the report creation process. It is generally available in place...
Tue, 22 Jul, 2025 at 3:17 PM
The process of creating an investment switch report in Genovo is very quick and straight forward. Assuming you have all the research to hand, have an active...
Tue, 15 Jul, 2025 at 5:41 PM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for co...
Tue, 15 Jul, 2025 at 5:41 PM
This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming their recommendations for c...
Tue, 15 Jul, 2025 at 5:42 PM